BWCS
DXJ icon

Beirne Wealth Consulting Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Beirne Wealth Consulting Services’s Portfolio DXJ Stock Details DXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,325
Closed -$932K – 80
2019
Q4 		$932K Sell
17,325
-54
-0.3% -$2.88K 0.82% 27
2019
Q3 		$877K Sell
17,379
-1,815
-9% -$87.8K 0.73% 39
2019
Q2 		$935K Sell
19,194
-5,221
-21% -$260K 0.84% 36
2019
Q1 		$1.24M Sell
24,415
-52,901
-68% -$2.64M 0.97% 23
2018
Q4 		$3.59M Buy
+77,316
New +$4.03M 3.05% 2

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return